Private Client Relationship Manager

EPIC Brokers•Town of Huntington, NY

2d•$90,000 - $120,000•Hybrid

About The Position

The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.

Requirements

College degree preferred, P&C Insurance License required
5 + years Client Management Experience
Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

Nice To Haves

Sagitta (ATS) and ImageRight experience is preferred.
Possess excellent written, verbal, and organizational skills.
Must be able to work within a team environment.
Account Executives are expected to avoid E&O situations.
Demonstrate a sense of urgency when responding to an inquiry.
Must possess the ability to multi-task and prioritize multiple projects.
Must possess attention to detail.
Must be punctual and reliable.
Must be able to keep information confidential.

Responsibilities

Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
Actively participate in thought leadership as EPIC grows and optimizes the private client practice
Provide mentorship and leadership to Private Client Associates
Develop cooperative and professional relationships with our carriers.
Manage renewal activity from start to close.
Deliver complete and accurate renewal reviews according to agency guidelines.
Look for sales opportunities by account rounding and selling additional coverage.
Assume ownership of customer concerns and feedback until completion.
Remarket accounts according to agency guidelines or at the request of the producer or insured.
Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation